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Portfolio (Quarterly) Guide ↗

Plan A Wealth LLC

· CIK 0002093645
13F Portfolio $204M AUM 173 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 16 New 90 Added 47 Reduced 18 Exited
Page 7 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BAC BANK AMERICA CORP Financial Services 5,439.0 $299K 0.15% -598.0 -9.9% $55.00 -6.4%
122 CGIC CAPITAL GROUP INTERNATIONAL 8,886.0 $289K 0.14% NEW $32.50 +11.3%
123 PEBO PEOPLES BANCORP INC Financial Services 9,592.0 $288K 0.14% $30.03 +15.3%
124 SJM SMUCKER J M CO Consumer Defensive 2,941.0 $288K 0.14% NEW $97.81 +2.7%
125 MOS MOSAIC CO NEW Basic Materials 11,854.0 $286K 0.14% +805.0 +7.3% $24.09 -8.9%
126 IWR ISHARES TR 2,915.0 $281K 0.14% $96.27 +9.1%
127 OALC UNIFIED SER TR 7,896.0 $280K 0.14% -206.0 -2.5% $35.45 +12.3%
128 UNP UNION PAC CORP Industrials 1,193.0 $276K 0.14% $231.32 +14.9%
129 EPAM EPAM SYS INC Technology 1,330.0 $272K 0.13% NEW $204.88 -49.6%
130 RYANAIR HOLDINGS PLC 3,763.0 $272K 0.13% +315.0 +9.1% $72.19
131 BKNG BOOKING HOLDINGS INC Consumer Cyclical 50.0 $268K 0.13% -2.0 -3.9% $5355.34 -97.0%
132 ZTS ZOETIS INC Healthcare 2,043.0 $257K 0.13% +190.0 +10.2% $125.83 -36.7%
133 PFE PFIZER INC Healthcare 10,257.0 $255K 0.12% -775.0 -7.0% $24.90 +4.2%
134 MKL MARKEL GROUP INC Financial Services 118.0 $254K 0.12% -3.0 -2.5% $2149.65 -13.8%
135 VFLO VICTORY PORTFOLIOS II 6,384.0 $251K 0.12% -143.0 -2.2% $39.38 +10.0%
136 DIS DISNEY WALT CO Communication Services 2,196.0 $250K 0.12% $113.79 -9.0%
137 AER AERCAP HOLDINGS NV Industrials 1,726.0 $248K 0.12% NEW $143.76 -2.9%
138 SLB SLB LIMITED Energy 6,458.0 $248K 0.12% +631.0 +10.8% $38.38 +49.3%
139 PRK PARK NATL CORP Financial Services 1,625.0 $247K 0.12% $152.18 +10.9%
140 IVE ISHARES TR 1,165.0 $247K 0.12% $212.07 +6.6%
Page 7 of 9  ·  173 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.5%
Financial Services 17.5%
Healthcare 11.0%
Consumer Cyclical 8.5%
Industrials 8.0%
Energy 5.6%
Communication Services 4.6%
Consumer Defensive 4.5%
Basic Materials 4.3%
Utilities 3.1%